The Cloudcast Cloud & AI News of the Month - January 2025
Feb 5, 2025
Brandon Whichard, a guest co-host and cloud & AI expert, joins the conversation as they dissect the latest developments in cloud technology. They delve into the groundbreaking DeepSeek model and its potential disruptions across industries. The discussion also covers the contrasting AI strategies of the U.S. and China, alongside corporate spending trends and Broadcom’s new long-term contracts. With humor, they reflect on the mediocrity of some tech success stories, and touch on TikTok's cultural influence within the cloud landscape.
AI Snips
Chapters
Transcript
Episode notes
DeepSeek's Disruption
- DeepSeek's cost-effective model shook the tech industry and stock market.
- This challenges the economic model of generative AI needing massive resources.
DeepSeek's Innovation
- DeepSeek's success isn't US vs. China, but a phase two of AI architecture.
- It combined open-source papers and optimizations for better cost-effectiveness.
Contrasting Approaches
- The DeepSeek and Stargate announcements showed contrasting approaches to AI.
- Stargate focused on massive funding, while DeepSeek offered a readily available product.